Love and Marriage (and finances)

This course will discuss steps to take to help each finance(e) learn about the other’s finances – the good, the bad, and the ugly. How to find the information about each other – with their permission and cooperation. And how to face and fix the problems we discover. This course will cover the following topics:

• Getting Engaged is Romantic
• Some Things to Ask
• Clarifying each party’s attitude towards money
• Pulling Reports
• Getting answers about invisible obligations – like child support and alimony (in arrears?)
• Making provisions to clean up problems before marriage
• OR providing guidance on keeping income and assets separated
• When to Advise Marriage – if they are NOT Engaged?
• When to Not to Get Married at All
• When to Schedule the Marriage
• How to handle MFJ vs MFS taxes after marriage when someone discovers the new spouse’s financial problems